Managing Guests

Guests are a great way to bring outside people (such as clients, customers, or freelancers) into work on a single checklist without adding them to your Process Street organization.

Guests have very limited access and can only see and interact with checklists they are assigned to, including checking items off, commenting and adding attachments.

Managing guests

Guests can be controlled (added, promoted, removed, etc.) from your organization’s manager. Note that you need to have “Admin” permissions in order to access this.

To open the manager, click your organization’s name in the top right of your Process Street display.

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The current guests in your organization will be displayed in the “Guests” tab of the “Members & Guests” section.

How to add guests

To add a guest, type their email address and (optionally) their name in the fields provided in this section of the manager. Next, click the “Invite as Guest” checkbox and then hit “Invite”.

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You’ll receive a notification to confirm that the invite has been sent.

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Promoting / removing guests

To promote a guest to “Member” status, click the arrow next to their name in the “Guests” tab.

A guest can also be removed from your organization (and anything they are assigned to) entirely using the “X” at the far right of their entry.

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Guest permissions

You can add guests to templates, folders, and checklists.

Guests are restricted to ‘can view own’ permission and can never have ‘can edit’ or ‘can view’ on templates or folders, or access to the “All Company” group.

In templates, guests can run their own checklists from templates they’re assigned to and invite other guests to these checklists.

In folders, guests can see all templates but can only run their own and see their own checklists. They can’t add other guests to the folder.

To learn more, see our help article on user permissions.

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